CPA Practice Advisor
CPA Practice Advisor is the definitive resource for information to tax and accounting professionals in public practice across the United States.
Office Tools Pro (OTP) distinguishes itself in this market by offering an integrated solution that includes document storage, contact management, time tracking, billing, project tracking...
SmartVault was originally designed as a document storage system for QuickBooks, but has moved towards a generic platform to store and share files, whether or not they are related to QB...
ArkWorks is designed to serve as an integrated document storage solution for the TaxWorks tax prep software. ArkWorks is also marketed as a standalone product, which is compatible with all tax and...
Computhink Inc. — ViewWise
ViewWise is a horizontal document storage solution that is designed to be deployed in many different industries.
The interface uses a...
As the name implies, ATX and TaxWise Scan&Fill is a scanning and document storage system that is designed as an integral extension of the ATX and TaxWise tax prep software...
The AccountantsWorld (AW) CyberCabinet application is an integral component in the AW strategy to provide a complete accounting practice portal of online applications.
Column: The QuickBooks Advisor
Column: Real Stories, Real Solutions
Market Booming for Contractor/Construction Accounting & Management Systems
Column: My Perspective
Document Storage: 12 Products To Help Shortcut Your Search
Column: From the Trenches
Column: Tricks & Tips
Mobile professional payroll applications, online document storage, SaaS-based
account-ing and practice management tools, and an in-practice knowledge sharing
system were among the technologies honored at The CPA Technology Advisor’s
A Productivity in Practice Feature
Engagement & Trial Balance: Do You Need A Standalone System?
Trial balance and audit engagement management programs share a few essential basics: creation of financials and client deliverables, account manipulation, consolidations, reporting, and analysis. After these areas, however, trial balance usually stops and...
Thomson Reuters offers Trial Balance CS as a stand-alone program that can be used as an integrated component of the larger CS Professional Accounting Suite. The system can support any number of client businesses...
The ProSystem fx Trial Balance system can be used as a stand-alone trial balance program or used in conjunction with the ProSystem fx Suite of professional accounting and tax applications. The...
The Working Papers system from CaseWare is an engagement management system that offers powerful assurance and reporting functions, along with tools for streamlining workflow, multi-staff collaboration...
AuditConfirmations offers an electronic bank confirmation (deposit and loan accounts) process targeted specifically to tax and accounting firms. AuditConfirmations allows firms to...
CCH’s ProSystem fx Engagement is designed to be used as an integrated part of the vendor’s comprehensive suite of professional accounting, tax and practice management systems, providing...
Engagement CS is the audit engagement component of the CS Professional Suite from Thomson Reuters, providing a workflow and process management solution that includes comprehensive trial balance capabilities along...
CYMA Accounting for Windows offers several industry-specific modules designed to integrate with the vendor’s financial suite of modules. Ideal for mid-sized construction companies, CYMA offers an array of features not...